Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| HAFAX (HARTFORD MULTI-ASSET INCOME FUND CLASS A) | 0.00% | 6.40% | 0.79% | 2.48% | 3.57% | NA | NA | 3.43% |
Data as of 01/16/2025, AR inception is 05/02/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HAFAX (HARTFORD MULTI-ASSET INCOME FUND CLASS A) | 05/02/2014 | 01/16/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 6.40 | 0.79 | 2.48 | 3.57 | NA | NA | 3.43 | 0.00 | 5.34 | 5.21 | -8.62 | 7.66 | 4.66 | 13.96 | -2.37 | 9.69 | 7.23 | -4.92 | -1.37 |
| Sharpe Ratio | NA | 0.60 | -0.35 | 0.08 | 0.35 | NA | NA | 0.31 | 0.00 | 0.36 | 0.23 | -1.19 | 1.58 | 0.34 | 3.31 | -0.97 | 3.69 | 1.22 | -0.87 | -0.45 |
| Standard Deviation(%) | NA | 4.68 | 6.80 | 8.11 | 6.54 | NA | NA | 6.43 | NA | 4.83 | 6.68 | 8.45 | 4.83 | 12.87 | 3.77 | 3.87 | 2.46 | 5.73 | 5.67 | 4.55 |
| Draw Down(%) | NA | 3.09 | 13.09 | 17.40 | 17.40 | NA | NA | 17.40 | 0.00 | 3.09 | 7.58 | 13.46 | 2.56 | 17.40 | 2.09 | 7.13 | 0.96 | 7.46 | 10.56 | 6.58 |
| Yield(%) | 0.00 | 1.40 | 2.72 | 2.57 | 3.59 | 2.47 | 1.86 | 3.71 | 0.00 | 1.39 | 2.59 | 4.60 | 2.30 | 1.88 | 3.92 | 6.65 | 5.42 | 4.58 | 4.02 | 2.67 |
Data as of 01/16/2025, AR inception is 05/02/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HAFAX (HARTFORD MULTI-ASSET INCOME FUND CLASS A) |
-0.37%
Apr 2021 - Apr 2024 |
1.72%
Sep 2018 - Sep 2023 |
2.68%
Jun 2014 - Jun 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HAFAX (HARTFORD MULTI-ASSET INCOME FUND CLASS A) |
8.69%
Dec 2018 - Dec 2021 |
7.05%
Feb 2016 - Feb 2021 |
3.59%
Sep 2014 - Sep 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart